Your Client’s Fund is looked after by highly qualified self-managed super fund specialists
Our specialisation and qualifications in SMSFs give you the security of knowing that we are experts in our field and have the proper infrastructure, systems and procedures to ensure a high quality of service that offers your clients value for money.
At Optima Super we are
- A Chartered Accounting practice, which means that we have achieved the highest level of accounting qualification available in Australia;
- Registered Tax Agents with the Australian Taxation Office.
- Our principal, Karen Barnes, is an accredited SMSF Specialist Advisor™ with the SMSF Association, Australia’s peak association for the SMSF industry.
As well as completing advanced training to attain these qualifications, we must also adhere to an ongoing high level of professional, educational and ethical standards in order to maintain them.
We’re Independent
- We aren’t owned by or associated with any financial institution or dealer group.
- We don’t insist that your clients use any particular bank account or share trading broker; and we don’t specify the types of investments the fund can have in order to take advantage of our fixed pricing.
- We don’t provide investment advice or offer general accounting services; so you’ll never have to worry that the valuable client relationship you have built is being compromised.
Our fees are fixed and easy to understand
At Optima Super, our fee schedule is simple and is based solely on whether there are pension or lump sum withdrawals being taken from the fund during the year. This means you don’t have to worry about what constitutes a transaction or how many share investments your clients have and how that affects the fee. See More
Access to information via our Secure Portal, 24 x 7
We offer the ability to quickly access financial and investment reports, tax returns and other documents for your clients’ funds whenever you like, from anywhere with an internet connection. The Secure Portal also allows planners & accountants to quickly and easily send us documentation relating to the funds via a secure and private link.
Find out more about the Secure Portal or view a demonstration of how it works.
Working with advisors Australia wide
By using technology and giving advisors and their clients access to our secure portal, we service all regions of Australia seamlessly from our Brisbane office.